Best Investors
Account
Sign in
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-07-15 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-05-02 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endowment Wealth Management, Inc. | Appleton | WI | 02/2014 | Present |
| Etf Model Solutions, Llc | Appleton | WI | 02/2014 | Present |
| Global Alternative Investment Management Llc | Appleton | WI | 06/2021 | Present |
02/2014 - PRESENT: ENDOWMENT WEALTH MANAGEMENT, INC. ("EWM"). EWM IS AN INVESTMENT-RELATED BUSINESS. EWM IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. EWM IS A SEC-REGISTERED INVESTMENT ADVISER. EWM IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH ETF MODEL SOLUTIONS, LLC ("ETFMS"). MR. LANDOLT'S TITLE AT EWM IS DIRECTOR OF INSTITUTIONAL SERVICES. MR LANDOLT IS A SHAREHOLDER, INVESTMENT COMMITTEE MEMBER, DIRECTOR OF INSTITUTIONAL SERVICES, AND INVESTMENT ADVISER REPRESENTATIVE FOR EWM. MR. LANDOLT DEVOTES APPROXIMATELY 120 HRS PER MONTH TO EWM, APPROXIMATELY HALF OF WHICH ARE DURING TRADING HOURS. MR LANDOLT CONDUCTS MANAGEMENT, OPERATIONAL AND COMPLIANCE-RELATED ACTIVITIES IN HIS ROLE WITH EWM. 02/2014 - PRESENT: ETF MODEL SOLUTIONS, LLC. ("ETFMS"). ETFMS IS AN INVESTMENT-RELATED BUSINESS. ETFMS IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. ETFMS IS A SEC-REGISTERED INVESTMENT ADVISER. ETFMS IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH EWM. MR. LANDOLT'S TITLE AT ETFMS IS MANAGING DIRECTOR. MR. LANDOLT IS AN INVESTMENT COMMITTEE MEMBER, MEMBER, AND INVESTMENT ADVISER REPRESENTATIVE AT ETFMS. MR. LANDOLT DEVOTES APPROXIMATELY 30 HRS PER MONTH TO ETFMS, APPROXIMATELY HALF OF WHICH ARE DURING TRADING HOURS. MR LANDOLT CONDUCTS MANAGEMENT, OPERATIONAL, AND COMPLIANCE-RELATED ACTIVITIES IN HIS ROLE WITH ETFMS. 06/2021 - PRESENT: GLOBAL ALTERNATIVE INVESTMENT MANAGEMENT LLC. ("GAIM"). GAIM IS AN INVESTMENT-RELATED BUSINESS. GAIM IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. GAIM IS A PRIVATE FUND MANAGER THAT RELIES ON THE INVESTMENT ADVISER REGISTRATION OF EWM. GAIM IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH EWM. MR. LANDOLT'S TITLE AT GAIM IS CHIEF OPERATING OFFICER. MR. LANDOLT IS A MEMBER AND A MEMBER THE FIRM'S INVESTMENT COMMITTEE AT GAIM. MR. LANDOLT DEVOTES APPROXIMATELY 30 HRS PER MONTH TO GAIM, ABOUT HALF OF WHICH ARE DURING TRADING HOURS. MR. LANDOLT CONDUCTS MANAGEMENT, OPERATIONAL AND COMPLIANCE-RELATED ACTIVITIES IN HIS ROLE AT GAIM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-05 |
Reach out to this advisor